General Configuration

Use the General tab to specify general settings for a client. These settings include unique account criteria, unique customer criteria, and global business rules. General information for the client applies to all import and export files.

Related Topics

Specify Unique Account Criteria

Specify Unique Customer Criteria

Configure Global Account Business Rules

Configure Global Financial Business Rules

Configure Global Custom Business Rules

Specify General Configuration Settings

Add a Regex Replacement

Configure Code Pre-processing

Sample Pre-processing Code

Configure Dependencies

Client Configuration